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                      January 2012 Newsletter



This month brings more exciting news about our Chapter, upcoming events, and benefits for our members. We encourage you to read on and take advantage of the great opportunities available to you. 
 Taking the CFP Exam in JULY???


Win a scholarship to Keir's Live CFP Exam Review with materials!


Keir Educational Resources, a leading provider of professional education will award one scholarship per FPA chapter for the July 2012 exam cycle.


 Successful candidates may choose their location at any live 4 day reviews. See locations and dates at www.keirsuccess.com.


Materials are included, and the retail value of this prize is $925.00


Click HERE to APPLY!!!

Also In This Issue
President's Message
January Membership Milestones
FPA Automatic Renewal
Junior Achievement Volunteer Opportunities
Media Training
President's Message

It is both an honor and a pleasure to serve as the 2012 President of the Pittsburgh FPA. On behalf of all of our members, I would like to extend a huge thank you to Darla Main for her leadership and enthusiasm during 2011. She has left some large footsteps to follow in!


This year's Board of Directors is a wonderfully dynamic blend of seasoned professionals and longtime members along with young planners new to our profession and association. We are energized and filled with ideas to bring value to our members.


In addition to our traditional continuing educational opportunities, we will be offering special "members only" events. The first of these will be held in Feb., is free to our members and will offer a terrific opportunity to prepare for the New Year and network with other members. Additionally, we will be exploring initiatives to bring increased awareness to the public as to who the FPA really is while giving back to the community at the same time. Look for further details on this in upcoming messages.


I urge you to get involved with FPA in 2012. Consider joining a committee or volunteering for a specific event.   This is your association and the real value of membership is derived from getting to know other members. We look forward to your participation and feedback throughout the year.


Best Regards,

Ruth A. Forsyth, CFP

Join us at our next chapter meeting:

Fearless Productivity: 
Take Back Your Time!
Type: Luncheon Meeting
Date: Wednesday, February 22, 2012
Time: 11:30 AM - 1:15 PM
Location: Rivers Club, downtown Pittsburgh


Membership Milestones

Congratulations to the following FPA of Pittsburgh members who reached membership longevity milestones in January:


January:                    Neal McGrath, 5 Years


                                  John Martin, 15 Years


                                  Donald Ickert, 15 Years


We look forward to seeing you at an upcoming event!  Need more information or have a question?  Visit the chapter website at www.fpapittsburgh.org or contact us at fpa.pittsburgh@verizon.net.
Quick Links
FPA Automatic Renewal Policy

The FPA is excited to announce that you are now able to sign up for automatic renewal of your FPA membership!


If you sign up for automatic renewal, your membership will renew in the month that it is due and in the subsequent years going forward.


Click here to sign up for automatic renewal today!


Planners under the age of 36 are encouraged to contact Michael McGrath or Stephanie McElheny to find out about the great opportunities available through NexGen. 

Attention FPA Sponsors!!!

Are you interested in sponsoring the Pittsburgh Financial Planning Association or one of our events?


Interested parties may  contact John J. Harm III for a copy of our 2012 SPONSORSHIP BROCHURE.


Junior Achievement Volunteer Opps

Opportunities are available to get involved in the financial education of local children by volunteering with Junior Achievement.  Contact Mark Ambrose for more information.

Please see the following JA Flyer for more details!

Media Training

If you would like to qualify to respond to requests for media interviews, click here  to access the mandatory training, complete the Media Participation Agreement , and then contact Ruth Forsyth to be added to our Chapter's media response list.


To qualify to speak to the media, you must be a CFP in good standing, a member of FPA, and have a minimum of 3 years experience as a financial planner. 


Media Interview Tips